Rothschild Investment LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Buy |
160
+20
| +14% | +$2.1K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $12.4K | Buy |
140
+40
| +40% | +$3.54K | ﹤0.01% | 1125 |
|
|
2024
Q4 | $9.6K | Buy |
100
+30
| +43% | +$2.88K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $5.73K | Buy |
70
+35
| +100% | +$2.87K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $3.02K | Buy |
35
+25
| +250% | +$2.16K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $816 | Buy |
+10
| New | +$816 | ﹤0.01% | 1278 |
|